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  5. AV High Growth Super - Managed fund profile

AV High Growth Super - Managed Fund

Fund Objective
To achieve a return, after fees and tax, which exceeds Consumer Price Index (CPI) over rolling ten-year periods: By 3.5% p.a. for super members By 4% p.a. for income stream members.

Fund Performance Comparison

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The performance of the peers is calculated as the total of the performance for each time period for all the funds in the peer group, divided by the number of funds in the peer group.
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Fees Comparison

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NOTE: Fee data has been provided by Morningstar, it may not include all costs being charged on your investment such as platform and adviser fees. You should check your fund manager or adviser statements to find out the exact fees you are being charged. Peers are funds that use the same benchmark in the Morningstar database.
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Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return 2.92% 7.72% 14.22% 16.72% 8.53% 7.9% 8.33% 8.28%
Growth return 2.92% 7.72% 14.22% 16.72% 8.53% 7.9% 8.33% 8.28%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (Morningstar AUS Agg Tgt Alloc NR AUD)
Total return 2.21% 6.59% 8.29% 14.58% 15.23% 13.97% 11.61% 9.87%
As at 31 Mar 2024. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

No asset allocation data available.
Average Allocation of Peers
Alternatives
3.61%
Australian Equities
34.25%
International Equities
49.72%
Cash
2.42%
Property & Infrastructure
4.65%
Fixed Interest
5.34%

General Information

Fund Details
Type Description
AV High Growth Super
Multisector Aggressive
starstarstar (as at 31 Mar 2024)
Superannuation Fund
1 Oct 2002
n/a
$4.63267 (as at 26 Apr 2024)
$4.63267 (as at 26 Apr 2024)
Finalised
Offer information
Type Description
MER 1.03% (as at 1 Nov 2023)

FAQs about the AV High Growth Super

The objective of the AV High Growth Super managed fund is To achieve a return, after fees and tax, which exceeds Consumer Price Index (CPI) over rolling ten-year periods: By 3.5% p.a. for super members By 4% p.a. for income stream members.

The strategy of the AV High Growth Super managed fund is

The APIR code of the AV High Growth Super managed fund is .

AV High Growth Super’s total return last month was 2.92%. This was made up of a growth return of 2.92% and an income return of 0%. These returns were calculated as at 31 Mar 2024.

AV High Growth Super’s total return for the last three months was 7.72%. This was made up of a growth return of 7.72% and an income return of 0%%. These returns were calculated as at 31 Mar 2024.

AV High Growth Super’s one-year total return is 16.72%. This was made up of a growth return of 16.72% and an income return of 0%. These returns were calculated as at 31 Mar 2024.

AV High Growth Super’s one-year total return is 7.9%. This was made up of a growth return of 7.9% and an income return of 0%. These returns were calculated as at 31 Mar 2024.

The asset allocation of the AV High Growth Super managed fund is :

Alternatives
100%
Australian Equities
0%
International Equities
0%
Cash
0%
Property & Infrastructure
0%
Fixed Interest
0%

The AV High Growth Super managed fund belongs to the Multisector Aggressive sector/asset class.

As at , the size of the AV High Growth Super managed fund was $ million.

The AV High Growth Super managed fund has an inception date of 1 Oct 2002.

The current entry price of the AV High Growth Super managed fund is $4.63267 per unit and the current exit price is $4.63267 per unit (as at 26 Apr 2024).

The current exit price of the AV High Growth Super managed fund is $4.63267 per unit and the current entry price is $4.63267 per unit (as at 26 Apr 2024).

The minimum initial investment amount for the AV High Growth Super managed fund is $.

Fund data sourced from Morningstar. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). Data and content is provided for personal use only. Whilst every care has been taken in producing these numbers, neither Morningstar nor InvestSMART can make any guarantees around the complete accuracy of these figures. Should you decide to change investments, please read all relevant disclosure documents including the Product Disclosure Statements and if required, you may consider speaking to a financial professional for further guidance. A tax event may be realised as a result of switching investments. Past performance is not a reliable indicator of future performance.